Video Summary
How can I obtain a copy of my parents’ trust? If your parents are still alive, you’re not entitled to their trust, assuming that’s a joint trust, and both of them are beneficiaries of the trust during their lifetime. After they pass away, the successor trustee is supposed to, by Florida statute, give notification to the beneficiaries and if requested, if your beneficiary and request a copy of the trust, that successor trustee would then forward that to you. If you’re not a beneficiary of the trust, you’re not entitled to a copy of the trust. Then there’s a question is as well, how do I know if I’m a beneficiary or not, or if the trustee isn’t speaking to me That does present a problem, and I don’t have a very good solution for you. If you have any questions, give me a call to (727) 847-2288.